See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,802 | $107,334+20.0% | $92,893+38.7% | $152,861-15.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.86% | 145.58%-142.7pp | 109.41%-106.6pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,449 | $4,221-65.7% | $3,653-60.3% | $4,762-69.6% |
| Participant deferral / active EE | $3,617 | $4,845-25.3% | $4,236-14.6% | $5,850-38.2% |
| Admin fee / account holder | $14,027 | $7,079+98.1% | $5,794+142.1% | $11,596+21.0% |